For financial professionals For families For employees For students Tax advantages Features & benefits Dream, learn, save Year of enrollment portfolios Glide path strategy Target risk portfolios Individual portfolios Content library Calculators 529 plan comparison tool Contributions FAQs Contact us My account
Contact us My account
Home Content library

Content library

Content library

Access literature and forms to help manage your education savings needs.

The Scholar's Edge Cube is placed on a shelf between school books in a library.
Results 1 - 12 of 16 for
Brochures

Saving for education: A new parent checklist

Start your child's education savings journey with confidence using this savings checklist for new parents and enjoy peace of mind.

Brochures

The benefits of 529s for grandparents

The benefits of 529s for grandparents: Grandparents have more opportunities than ever before to maximize the financial contributions they make to their grandchildren’s education. Here are four ways to integrate 529 plans into your financial plan.

Brochures

Achievement starts early

New or soon-to-be parents face many competing demands. Here are six reasons why it’s important to start saving early for education and how doing so keeps goals on track.

Enrollment kit

Scholar’s Edge 529 enrollment kit

The Scholar’s Edge 529 Plan enrollment kit contains materials needed to enroll in the plan, including the investor brochure, enrollment forms and the plan description.

Enrollment kit

Scholar’s Edge plan description and participation agreement

This plan description and participation agreement describe the terms of your account with Scholar’s Edge.

Brochures

Rising education costs: Inflation whitepaper

Inflation is top of mind for many consumers today. As inflation goes up, paychecks and education savings accounts alike need to stretch a little further. Explore our insights on tuition inflation and practical tips for managing the financial pressure of higher education.

Brochures

Navigating market cycles whitepaper

During unpredictable financial markets, it can be tempting to deviate from your education savings plan. While this is natural, it’s important to avoid impulsive decision-making, as it can lead to unwanted financial outcomes.

Brochures

SECURE Act 2.0 overview

SECURE Act 2.0 has opened up a new and powerful planning avenue for education and retirement savers.

Brochures

FAFSA bulletin

Those applying for financial aid will begin to see a redesigned and streamlined FAFSA form and the replacement of the Expected Family Contribution (EFC) with the Student Aid Index (SAI). What you need to know to navigate the new FAFSA.

Brochures

Employer matching for student loan repayment

Industry regulation continues to make it easier to achieve both education and retirement goals. As part of SECURE Act 2.0, employers can match an employee’s student loan repayment with a contribution into their retirement plan.

Brochures

Scholar’s Edge 529 Spanish brochure

¿Por qué invertir en plan 529? Un Plan 529 es una de las mejores maneras de ahorrar para la educación e invertir hoy puede significar más dinero ahorrado para el futuro.

Brochures

Accelerated gifting with 529 plans

Learn about how accelerated gifting works with 529 plans a part of your estate planning.